Omdia
Executive perspectives from Omdia across NextGenInfra's event and research showcases.
2 video interviews · 2025–2026
M&A Trends, Supply Challenges & Network Future
- BEAD funding discussions have diminished; focus shifts to access network viability
- M&A activity is driven by private equity interest
- Operators face decisions about acquiring or being acquired
Full summary
Jaimie Lenderman, Research Manager & Principal Analyst at Omdia, reports from Fiber Connect 2026 that while BEAD funding discussions have diminished, the industry now focuses on access network viability and M&A activity driven by private equity interest, with operators facing decisions about acquiring or being acquired.
Wrap-Up with the Fiber Broadband Association, Omdia & Dell’Oro
- Fiber Connect 2025 celebrated graduating over 1,000 fiber optic technicians.
- Discussions emphasized industry expansion through AI and quantum networking.
- Fiber Connect 2026 moves to Orlando.
Full summary
Gary Bolton, President of Fiber Broadband Association, Jaimie Lenderman, Research Manager at Omdia, and Jeff Heynen, Vice President at Dell'Oro Group, led discussions at Fiber Connect 2025 in Nashville, where the event celebrated graduating over 1,000 fiber optic technicians and showcased industry advancements. The conference highlighted the industry's dedication to expansion through AI and quantum networking solutions, while setting the stage for its 2026 edition in Orlando.